Certified General Accountant

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PLB CGA

Testimonials

"I have been a friend and mentor to Pradeep and his wife since shortly after their arrival in Canada. I admire the enthusiasm and the commitment that they made to their new country. Pradeep demonstrated an ability to balance work, home life and going to school while completing his CGA designation. Since starting his own firm, he has shown strong commitment to serving his clients while maintaining his friendships and being a good father and husband."

— Jill Leversage FCA,CBV, Managing Director, Highland West Capital

"I was referred to Prad in early 2013 through one of my friends who is one of his clients. I was looking to switch my accountant to someone who can help me go through restructuring of the financial future of my dental business. From our first meeting I knew that I had found the right person, whose knowledge of various accounting issues was exemplary. We have worked together religiously and now I feel less stressed and can finally have a well structured plan for my business future. I have already recommended Prad to a few of my colleagues and it is my privilege to call him my friend, too.
"

— Dr. Cyrus Aliakbari - Dentist

Accounting & Financial Statements

Review & compilation engagements

Review & Compilation (Notice to Reader) Engagements

Get professional assistance for your financial statements, and get the clarity you require to move forward. We maximize strong industry knowledge and in-depth business insights to make intelligent assessments for our clients.

What to Expect

Review Engagements

Purpose: to review financial statements to determine whether they are believable and to determine if the information is not materially in accordance with an appropriate basis of accounting, such as Accounting Standards for Private Enterprises (ASPE). Many financial institutions require their borrowers to have annual financial statements prepared on the ASPE basis.

Requirements: Financial statements prepared on this basis require a more detailed review of the business records. It requires analytical procedures, discussions with the appropriate officers of the organization and inquiries concerning the financial, operating and contractual information.

Compilation / Notice to Reader (NTR) Engagements

Purpose: to collect, classify, and report financial information, usually prepared for internal use and in filing income tax returns.
Reminder to Client: Preparation of financial statements on this
basis does not provide any assurance that the statements are produced
from records prepared in accordance with generally accepted accounting
principles. While it is not required to verify the accuracy or
completeness of the information presented, PLB CGA must be satisfied
that it is not false or misleading. In fact, the report accompanying
these statements states that they may not meet the needs of the reader.

Disclaimer:The information contained in this website is for general
information purposes only. The information is provided by PLB and while we endeavour to keep the information up to date and correct, we
make no representations or warranties of any kind. Any reliance you
place on such information is therefore strictly at your own risk.
Contact us to make a confidential appointment to discuss your specific
situation.